EVV

Eaton Vance Limited Duration Income Fund
EVV

Overview Fund Activity

163 hedge funds and large institutions have $436M invested in Eaton Vance Limited Duration Income Fund in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 45 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+11
Holders Change %
+7.24%
% of All Funds
2.39%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
60
Reduced
45
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$176M
2
RVPG
2
Relative Value Partners Group
$6.97M
3
Ameriprise
3
Ameriprise
Minnesota
$13.4M
4
SIA
4
Sit Investment Associates
Minnesota
$51M
5
1CP
5
1607 Capital Partners
Virginia
$2.6M

Top Sellers

1
CF
1
Centaurus Financial
California
$875K
2
Osaic Holdings
2
Osaic Holdings
Arizona
$4.18M
3
RCM
3
Rivernorth Capital Management
Florida
$451K
4
WAM
4
Wolverine Asset Management
Illinois
$0
5
Truist Financial
5
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GRP
151
Global Retirement Partners
California
$5.34K +$4.28K +450 +405%
SPIA
152
Steward Partners Investment Advisory
New York
$5.23K -$23.5K -2,457 -82%
HB
153
Horizon Bancorp
Indiana
$5K -$1.25K -125 -20%
HCM
154
Highlander Capital Management
New Jersey
$4.79K – – –
CIA
155
Cape Investment Advisory
Georgia
$4.79K – – –
FGA
156
Fortis Group Advisors
New Jersey
$4.79K +$2.4K +250 +100%
First Manhattan
157
First Manhattan
New York
$2.73K – – –
FFA
158
Farther Finance Advisors
California
$2.55K – – –
BCWM
159
Bartlett & Co Wealth Management
Ohio
$2.47K – – –
BC
160
Bartlett & Co
Ohio
$2K – – –
FWM
161
Focused Wealth Management
New York
$1.07K – – –
FFA
162
Frazier Financial Advisors
Ohio
$65 +$65 +7 New
NFA
163
Northwest Financial Advisors
Virginia
$10 +$10 +1 New
WAM
164
Wolverine Asset Management
Illinois
– -$1.55M -171,469 Closed
Truist Financial
165
Truist Financial
North Carolina
– -$1.49M -165,161 Closed
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
– -$220K -24,391 Closed
Northern Trust
167
Northern Trust
Illinois
– -$210K -23,246 Closed
ECM
168
Evergreen Capital Management
Washington
– -$206K -22,833 Closed
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
– -$112K -12,428 Closed
ESB
170
Essex Savings Bank
Connecticut
– -$108K -11,984 Closed
MA
171
MKT Advisors
California
– -$103K -11,569 Closed
P
172
&Partners
Tennessee
– -$100K -11,068 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$93.9K -10,382 Closed
JPMorgan Chase & Co
174
JPMorgan Chase & Co
New York
– -$23K -2,547 Closed
CSPIA
175
Cary Street Partners Investment Advisory
Virginia
– -$21.7K -2,400 Closed
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